+102.7%
NOK vs TER
+229.2%
-126.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | +0.3% |
| 7D | +9.3% | +12.4% | -3.0% | +6.4% |
| 30D | +17.9% | +5.1% | +12.7% | +16.5% |
| 3M | -22.3% | +4.0% | -26.3% | -23.2% |
| 6M | +36.4% | +29.5% | +6.8% | +28.0% |
| YTD | +66.3% | +98.5% | -32.2% | +43.1% |
| 1Y | +134.4% | +234.1% | -99.7% | +78.8% |
| 3Y | +186.6% | +289.0% | -102.4% | +93.3% |
| 5Y | +102.7% | +228.2% | -125.5% | +35.6% |
| All | +102.7% | +229.2% | -126.6% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TER wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling